Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $226,135-92.7% | $182,558-91.0% | $152,909-89.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 12.18% | 192.60%-180.4pp | 148.59%-136.4pp | 345.46%-333.3pp |
| Employer contribution / active EE | $818 | $4,979-83.6% | $4,076-79.9% | $4,764-82.8% |
| Participant deferral / active EE | $818 | $6,371-87.2% | $5,526-85.2% | $5,851-86.0% |
| Admin fee / account holder | $42 | $10,707-99.6% | $8,594-99.5% | $11,601-99.6% |